Kieron John Robertson

Last updated
2 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • ValidPath Limited

    FRN 197107

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 Feb 2025)
    • CF1 Director (AR) (since 15 Jan 2025)
    • CF30 Customer (since 15 Jan 2025)
  • Autumn Financial Planning Limited

    FRN 1023333

    • (1)Employed By (since 15 Jan 2025)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (3 Feb 2017 to 8 Jan 2020)
  • Concierge Wealth Management Ltd (no longer approved here)

    FRN 562812

    • Employed By (3 Feb 2017 to 8 Jan 2020)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Sep 2015 to 1 Dec 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (10 Mar 2008 to 28 Jan 2010)
  • Thornton & Baines Independent Financial Advisers Limited (no longer approved here)

    FRN 462513

    • CF30 Customer (1 Nov 2007 to 1 Apr 2008)
    • CF21 Investment Adviser (2 Jul 2007 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (29 Mar 2007 to 6 Nov 2007)
    • CF22 Investment Adviser (Trainee) (13 Feb 2006 to 29 Mar 2007)

Recent activity

Updates to this individual's record on the FCA register.

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